Vestwell, Franklin Templeton Partner To Bring New Tech to 401(k)s Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts.
Vestwell, through a partnership with Franklin Templeton, is expanding its own platform to provide a managed retirement account solution. The new features, to be completed and deployed by mid-year, are being designed to give better investment customization to end-clients, as well as allow certain advisors to run managed retirement accounts with more scale.
Already partially developed, Vestwell will continue building a managed account user interface for small-to-mid sized businesses and the retirement plan providers and advisors that service them, in addition to its usual intermediary work of recordkeeping, said Joshua Forstater, SVP of strategic partnerships at Vestwell. Vestwell will “natively” integrate Franklin Templeton s Goals O